Where is intake waiting?
Compare current enrollment status by course and owner.
From Enrollments
- Coaching Institute Mgmt
- Reports
Reports for the questions your team asks
Use linked enrollment records to answer operational questions.
Overview×
Coaching Institute Mgmt · Overview
Coaching Institute Mgmt dashboard
This quarter
Follow up actions in view
6Open
3In progress
3Due date in 14 days
5Enrollments by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 41 | ||
| Submitted | 28 | 68% | |
| Verified | 18 | 64% | |
| Decided | 9 | 50% |
Enrollments by status
Sample counts per stage
Questions to answer
What needs another check?
Review pending requirements, unverified evidence and returned decisions.
Who owns the next action?
Read assignee, due date and resolution on the linked follow-up.
Which delivery needs investigation?
Inspect failed runs and their source revisions.
More reports
Enrollment progress by course Grouped
Group Enrollments by Course and Status to show the current course workload.
Enrollment ownership List
List Number, Name, Owner, Course and Status for each enrollment.
Course date coverage List
Show each Course with starts at, ends at, Organization and Active.
Requirement outcomes Grouped
Group application requirements by Parent and Outcome.
Evidence verification Grouped
Group evidence documents by Source and Verified.
Review outcomes by revision List
List review decisions with Source, source revision, Decision, Reviewer and decided at.
Follow-up due dates List
List open follow up actions with assigned to, due date and Status.
Delivery execution exceptions List
List operation runs with Source, source revision, Status and failure reason.
Set up Coaching Institute Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.